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VI–68: Tips and Tricks for Creating Vision Custom Reports(12/27/2017)-This is a transcript of my VI–67 session at 2017’s Deltek Insight Agenda Introduction On Premise vs. In The Cloud Getting with the report template Creating the report statement Using the selection feature Adding custom parameters Using the column selection feature Using the sorting/grouping feature

VI-66- Real World Vision API Solutions(12/27/2017)-This is a transcript of my VI–66 session at 2017’s Deltek Insight Agenda Introduction Getting started with the Windows Service Adding reading capabilities to the service Using the VisionAPIHelper library Implementing the Vision API calls Tips & Tricks

The Trouble with Job Costing(12/26/2017)-Over many years and many discussions I found that Deltek Vision’s concept of job costing is still a stumbling stone for many accounting specialist, especially when it comes to explain this to their accountant at year end. The main issue with this is probably because most consultants will tell these firms to offset the values …

Meet me at Deltek Insight 2017(8/18/2017)-If you’re interested in some very technical presentations on the Deltek Vision API and custom reporting for Vision then join us at this year’s Deltek Insight in Nashville from October 23 to 26. I will be presenting the following topics: VI-67: Best Practices for Building a Bridge to Unlock the Power of Vision APIs This …

A New Online Tool To Get Started With Vision API(3/17/2017)-Over the years I found that people always had a hard time getting started with Deltek Vision’s API. I do admit, it probably has a lot to do with the message structures the API is expecting. To jump-start your development I just created an online Test Bench that allows you to connect to your service, …

Deltek Vision: Tracking Your Company Vehicle Costs With Units(1/4/2017)-Does your company track company vehicle cost? Did you ever wonder if you charge enough for their usage back to the client? One way of doing this is using some of the advanced features in the Units Info Center. In the unit definition there is a field called Credit Account. If you put a valid …

Deltek Vision: Things You Cannot Do With Workflows(1/1/2017)-User initiated work flows are the back bone of Vision’s extensibility. You are able to react on every insert, update or delete for any info center record and create your own validations, field calculations or messages for the event. You can even call your own code functions, web services and stored procedures. But there’s on …

Deltek Vision: Project Structures Vs. Organizational Structures(12/28/2016)-The longest and hardest fought over sessions in a Vision implementation are always project numbering and project structures. While project numbering is usually defined by a legacy application or legacy filing system (and it’s less of an issue as most people think) I came across some misconceptions on Vision’s Work Breakdown Structures (WBS) and how …

Deltek Vision: Custom Reporting(12/25/2016)-Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own …